Edit Page Layout

You can edit and customize the layout of a page that belongs to a specific module. You can organize existing fields, create new sections and mark fields as mandatory.

Fields

You can add, hide and make fields mandatory..

Adding Fields

By default all standard and custom fields are displayed on a page layout for a module.You can hide standard fields, add new custom fields to the pages and move fields from one section to another. You can also drag and drop the fields to reorder them.

Hiding Fields

In the Layouts page, Click and drag the field you want to hide to the List of Removed Fields section

Click Save

The fields are hidden on the page.

Making Fields Mandatory

You can make certain fields mandatory in Zoho Support. Read-only fields and certain standard fields, cannot be removed or be made non-mandatory. For example, the field Last Name is mandatory for the Contacts module. This cannot be changed.

To make a field mandatory, follow the steps given below:

Click Setup

In the Customize section, click Layouts

In the Layouts page, Check the checkbox against fields you want to make mandatory

Click Save

These fields will be made mandatory on the page.

Sections

Sections allow you to combine certain types of fields in a module.By default, there specific sections available in each module. You can add, modify or delete these sections based on your organization's requirements.

Adding Sections

To add sections, follow the steps given below:

Click Setup

In the Customize section, click Layouts

In the Layouts page, click Add New Section

Enter a name for the section

Click Save

The section is displayed at the bottom of the section list. You can create new fields or move existing fields to the section using the click-and-drag method.

Modifying and Deleting Sections

To modify a section, follow the steps given below:

Click Setup

In the Customize section, click Layouts

In the Layouts page, edit the name of the section

Click Save

The changes will reflect immediately.

To delete a section, follow the steps given below:

Click Setup

In the Customize section, click Layouts

Click

Click OK

All fields in this section will be deleted from the module form. You cannot delete sections that contain read-only or mandatory fields. If you want to delete such sections, you will have to move the fields to another section before deleting the section.